SIS user’s guide

Service Information System (SIS) is a software tool that distributes electronic parts and service information for Caterpillar machines and engines released since 1977.
You can access information through:

Parts Search
Systems & Components (Product Structure)
Documentation (Document Structure)
SMCS Code
Basic Search
Media Search
As Shipped Product
Numerical Parts Record (NPR)
Remanufactured Parts Search

The following publications can be found in SIS (if the user has been given access to them):

Service Repair Information (Systems Operation, Testing and Adjusting, Troubleshooting, Disassembly and Assembly, Specifications)
Applied Failure Analysis
Bench Test Procedures
Contamination Control Guidelines
Custom Hydraulic Service
Custom Service Information
Disassembly and Assembly
Engine News
General Service Information
Reuse And Salvage Guidelines
Information Release Memo
Microfiche
Operation and Maintenance Manual
Parts Identification
Schematics
Service Letter
Service Magazine
Shop Review
Special Instructions
Specifications
Systems Operation
Systems Operation-Fundamentals
Technical Information Bulletin
Testing and Adjusting
Tool Operating Manual
Torque Specifications
Troubleshooting
Truck Engine News
Undercarriage Reconditioning Bulletin

SIS Software/Hardware Requirements
Browser Requirements
The following browsers are recommended for SIS Web:

Microsoft Internet Explorer, Versions 7.0 and 8.0
Note: These browsers must support Java Script and HTML, Version 2

The following operating systems are recommended for SIS Web:

Windows XP SP3
Windows Vista SP1
Windows 7

SIS Helper Applications and Plug-ins

Helper applications and plug-ins are software enhancements to your browser that are necessary for SIS to function properly or that improve the viewing of photographs, images, and schematics. If your group does not have specific recommendations, we have found the following helper applications and plug-ins satisfactory:

Adobe Systems Inc. Acrobat Reader (Version 9.0 required to view Interactive Schematics)
LizardTech, Inc. DjVu
Arbotext IsoView
Creo Express
Java plug-in and SISJWAPI executable

Please see Downloads on the SIS Web Main Menu for more information.
Note: Before adding any application or utility software to your computer, contact your local PC support.

SIS Recommended PC Configuration
2.4 GHz Pentium-compatible processor or higher
2 GB RAM or higher
Hard disk drive with at least 9 GB hard drive space available
Third generation DVD drive (required) Note: Has to be able to read dual layer DVDs.
15″ or larger Super VGA (needs to support 1024 x 768 resolution) adapter and monitor/Open GL supported Graphics Card (Recommend 128MB+ RAM) Monitor capability of supporting 1024 x 768 resolution and Open GL supported Graphics Card (Recommend 128MB+ RAM)
LaserJet V or compatible printer
Pointing device built in or external
Emulation or LAN adapter and software suitable for the dealer host computer
Modem: at dealership’s discretion

Information Search Methods
Systems & Components (Product Structure)

Use the Systems & Components (Product Structure) access method if you are seeking information about specific systems, groups, and/or components (e.g., cooling systems, water pumps, and impellers) and you know the serial number, prefix, and/or arrangement.

Documentation (Document Structure)

Use the Documentation (Document Structure) access method if you are seeking a particular type of information such as service information, part information, tool information, etc.

Documentation (Document Structure) allows you to view all information types for which you have been given access.
See list above for information types available in SIS.

SMCS Code

Use the SMCS Code method if you are seeking information about a particular arrangement, system, group, assembly, or component and you know the SMCS code.

SMCS is a four digit code that describes components of Caterpillar products. Each digit of the code signifies a progressively narrower range of the product. For example, the specific SMCS code 1202 would be interpreted as 1000= engine, 1200= short block engine, 1202= crankshaft for the short block engine.

Basic Search

Use the Basic Search method to locate technical information through a combination of Information Type, and/or a part number, and/or a phrase, and/or the publication date of a document.

Media Search

Use the Media Search method to select a specific media number.

As Shipped Product

Use the As Shipped Product method to access parts and service information based on a specific serial number.

An additional function added into the As Shipped consist will be the ability to turn filtering off and on by checking or unchecking the “filter” radio button.

Parts Search

Use the Parts Search method if you are seeking information about a specific part and you know the part number or keyword.
The keyword is any name used to reference a part. This includes any word used to identify product arrangements, groups, or components.

Numerical Parts Record (NPR)

Use the Numerical Parts Record (NPR) method to obtain the most current part number information about replacement parts, quantity, weight, and references to technical documents such as Service Letters, Service Magazines, etc. that affect a specific part number.

Remanufactured Parts Search

Use Reman Parts Search to find a list of all reman parts and their associated new parts that applicable to the entered SN/prefix.

Getting Started
To launch SIS:
1. From within STW: SIS can be installed as a part of the Service Technician Workbench Launchpad (STW) software package. To launch SIS from within the STW application, launch STW, then locate the SIS icon, and click on it.
2. From the desktop: If SIS is not installed as a part of the STW software package, locate the SIS icon on your desktop, and double click on it.
3. From the Start menu: Use this option if SIS is not installed through STW and if you can not locate a SIS icon on your desktop.

Click the “Start” button.
Highlight the “Programs” option
Highlight the “Caterpillar Inc” option
Highlight the “SIS” option
Highlight and click on the “SIS” option
4. From the system tray: The first time you launch SIS, the supporting software must also be initialized. Because of this, the first launch may take longer than average.
Note: In some cases, SIS may automatically initialize the supporting software at the startup of the computer. A preference set during installation caused this to happen. This allows the SIS interface to be started and stopped quickly, because the supporting software is already running.

To stop SIS from initializing when the computer starts:

Click the “Start” button.
Highlight the “Programs” option
Highlight the Startup option
Right click on the SIS option
Click Delete on the menu that appears

After SIS has been launched, a SIS icon will be available in the system tray (The system tray is generally located at the bottom right corner of your screen.). This icon indicates that the supporting software is running on your machine. This icon will be in the system tray until you shut it off manually or until you shut down or restart the operating system.

If the browser has been shut down, but the supporting software is still running, then SIS interface can be re-started by clicking on the SIS system tray icon then clicking on the “Service Information System” option.

To shutdown the SIS application:
1. Click the “Shutdown SIS” button on the upper right of the SIS interface. If you are integrating with DBS, DBSi, it is highly recommended thay you use the shut down SIS button to end your SIS Session.
2. Click the “Close” button (the “x” button) at the top right of your browser.

The SIS system tray icon has a “Shutdown & Exit” option. Choosing this will shut down the supporting software. This will not shut down the browser displaying the SIS interface; however, the interface will no longer function and should be shut down seperately.

To change your password or switch users, click the “logout” link on the Main Menu of SIS.

After launching or logging off SIS, the User Login page will be displayed. Enter your user name and password, then click the “Login” button.
To change your user password, check the “Change Your Password” checkbox, then click the “Login” button. You will be asked to enter your current password and your new password twice. When this is done, click the “Change and Continue” button if you would like to update your password, or click “Continue Without Changes” if you would like to keep your old password.
Use the Language drop down on the upper right-hand corner to change the language preference for the User Login page. Note: this will not change the Interface Preference for SIS. See the User Preferences topic in the Help for more information.
Click the “Reset” button to clear the Login ID and Password boxes.
Click the “Import SIS Users” button to import a user or users from a SIS user file. A SIS user file is an .xml file that was exported from another SIS installation using the export functionality in the SIS User Admin.

On any page, you can click the “Login” button to return to the User Login page.
Use the “Browse” button on the Import Users page to find the appropriate .xml export file on your hard drive or network drives.
Click the “Load” button; this will display all the users in the file.
Note: Users listed in red text are already active in the SIS installation; importing these users will overwrite the current user.
The users are displayed by user type (Customer, Parts Ordering Customers, and Regular users). To select a user or users to be imported, check the checkbox next to the desired user ID(s).
Click the “Select All” button to check all the users in the file for import.
Click the “Deselect All” button to clear all curerntly checked users.
Click the “Select Another File” to view the SIS User Import page. Users already checked to be imported will not be saved; however, after the succesful import of current users by clicking the the “Import” button, you will be given the option to choose another file.
Click the “Import” button to import the selected users into SIS. The status of the list of users will be displayed after import. You will be given the option to import more users from the current file (the “Import More Users” button) or to select another file to import user from.
Anytime you are ready to login and use SIS, click the “Login” button.

On-line Help
To access a list of help topics, either select the Help link located at the bottom of the Main Menu or select the word Help from the GoTo navigation drop-down list of any later SIS pages. (The GoTo navigation drop-down displays on every page with the exception of the Main Menu.)
For further assistance, contact the Accenture Dealer Management Services (ADMS) Support Center toll free at 1-800-765-0999 or by e-mail at Support.ADMS@Accenture.com

6:00 AM – 6:00 PM Monday – Friday, Central Standard Time

Peoria
(309) 675-4000

Buenos Aires
54-11-4846-6000

Manila
632-845-7000

Dublin
353-1-480-5700

Navigation
The back button in your browser will not perform as expected in SIS. To navigate within SIS, use the methods described below.
Header Frame
Once you have selected an engine or product, a description of that engine or product displays at the top of each window. Place the pointer over any of these links to display a description of the link.
FIND: The word FIND is a link to a configuration selection page that will display the Product, Model, and current configuration of the selected equipment. The text after Product: and Model: are links to return to the Main Menu.

This window also displays a list of available configurations that can be selected. Configurations are based parts manual, and SIS will list the parts manual separately from any custom parts manuals. When a configuration is selected, you are returned to the Main Menu.
Model : The word Model is a link that will display model information for the currently selected product. This text is also a link to return to the Main Menu.

Related Information: The words Related Information appear to the right of the Go To: drop down when you are viewing a parts consist list. Clicking on it will display Systems & Components (Product Structure) information for the selected part, thus allowing you access to related parts and service information.

Drop Down Navigation Menu
SIS information pages have a Go To: navigation drop-down list of available navigation options. Navigation links allow you to return to an earlier point in your search or to locate additional information. The following links may display depending on your current location:
Main Menu : Return to the SIS Main Menu.
Systems & Components (Product Structure) : Return to the three column selection window.
Search Results: Return to the results window of the search method chosen.
Documentation (Document Structure): Return to the three column selection window.
Media Search: Return to the Media Number window.
SMCS Code: Return to the three column selection window.
Similar Parts Search: Return to the Similar Parts Search window.
Similar Parts Attributes: Return to the Similar Parts Attributes windows.
Engine Performance Specifications: Return to the Engine Performance Specifications window.
Remanufactured Parts Search: Return to the Remanufactured Parts Information window.
All Gasket Bearing Search: Return to the All Gasket and Bearing Kits search window.
Return : Return to where you came from.
Help : Access SIS online Help.

These links in the Go To: navigation drop-down list allow you to change the content or layout of Parts Identification page:

Graphic Only: Display the illustration for this product without the accompanying consist list. Use to show graphic only.
Part list Only: Display the consist list for this product without the accompanying illustration. Use to show consist list only.
Side by Side: Display the illustration and the consist list side by side. This method is convenient for full window online viewing.
Top to Bottom: Display the illustration with the consist below.

Safety: Display appropriate global safety information associated with this product and document type. The Safety link allows you to access the global safety document located in the front section of the service manual literature.

Three Frame Page Navigation
When selected documents display, the viewing window splits into three separate frames. If a parts consist list is displayed, a View Latest Kit Information link will be displayed. (See Kits Information in the SIS Help files for more information).
The article or parts consist list (with graphic when applicable) displays in the right frame.
Information Available displays in the top left frame (navigation frame). This allows the user to select a new article or parts consist list without having to return to the three column window.

Sections or Information Type displays in the lower left frame (navigation frame). This allows the user to select a new section or information type within the article or parts consist list without returning to the three column window. When making a new selection, the list in the Information Available frame changes also. No article or parts consist list will display until a selection is made from the Information Available frame.

Increase Viewable Area
The leftmost frame is also called the navigation frame. It contains Information Available and either Sections or Information Types. Using the buttons in the upper right corner of the navigation frame, it can be hidden to allow for more viewing space for the graphic, consist list, or article.
To Minimize the frame so that it is visible, but not gone, click the “minimize” button (looks like an underscore). To view it again, click the “Maximize” button (looks like a square window). Also, the frame can be removed completely by clicking on the “Close” button. To view the frame again, click on the drop down navigation menu and choose the “Restore Navigation” link.

Also, the graphic can be expanded to be viewed on the whole screen. Two links exist on the graphic if one is displayed. Click the Graphic Only link to hide the part list; this is the same as using the Graphic Only drop down menu option. Next, click the View Graphic link to view the graphic full screen. Return to the previous state by clicking the Previous Screen button and then the Graphic and Consist link.

Many SIS pages have links for Previous and Next topics. These links display as left and right arrows positioned to the left of the navigation drop-down list. These links allow you to move to the preceding information topic or proceed to the next. If a Previous or Next topic is not available, the link to the unavailable topic is disabled and displays as light gray.

Tip: Use the Prev and Next buttons to scroll through graphics like you would flip through the pages of a part manual. Using the information above, close the leftmost frame, click the Graphic Only link, then click the View Graphic link followed by the View Image link. Then use the Prev and Next links to view the graphics associated with group part.

Note for SIS Network Administrators: this section applies to functionality available on the server hosting SIS Network and is not necessary for client users.

To view the SIS System Tray menu options, right click on the SIS icon in the system tray at the bottom right hand on your screen. This icon will be available after SIS has been launched. Below are the options available from the menu.

Service Information System
User Administration
Import Users
License
Configure
Language
Shutdown & Exit
Here’s a description of the options.
SIS
This option will launch a browser and initiate the SIS interface.

User Administration
Access to this utility requires a SIS dealer code and password. This utility can be used to add, delete, and update users and data profiles. Also, it can be used to export users and their associated data profiles for import into other computers with SIS installed.

Import Users
This option is used to import a SIS user file. SIS user files are .xml files that contain a user or list of users that were exported from another installation of SIS. User export can be done from the SIS User Admin utility. See the Getting Started portion of the Help for more information.

License
The option will allow you to license SIS if necessary. SIS has to be licensed before you can use it. For SIS Network installations, only the application that is installed on the server needs to be licensed. Client-side licensing is not necessary.

If the software does need to be licensed, there are two options.
1. on-line: Use the link on the License dialog to navigate to the on-line licensing tool. Follow the on-screen instructions to receive the License Key. Copy it into the SIS License dialog. Click the “Authorize” button. If SIS was properly authorized, a dialog will display verifying authorization. Close this and close the SIS License dialog.
2. Media Logistics: (800) 566-7782 If you are not able to access the on-line tool, you may call Media Logistics; however, a fee may apply.

Licensing SIS is not tied to SIS data or software subscriptions, and there is no charge to license SIS.

Configure
A separate Configuration utility must be used to select preferences for SIS data. Use the add button to map drives where SIS will look for data.

Note: When mapping a DVD drive, you only need to specify the drive letter (example: D:\); when mapping DVD data that has been copied onto the file system you need to map to the root folder containing the DVD data (example: W:\DVDA0001). This means that for data copied on a file system, all the DVDs in the subscription need to be added to the Data Locations box.

The edit boxes for Webserver Connector Port Number, Webserver Shutdown Port Number, Database Port Number, and Search Port Number will be defaulted to specific numbers.

Language
This option will change the language preference for the System Tray utilities. The language options are: English, Chinese (Simplified), French, German, Indonesian, Italian, Portuguese, and Spanish.

Note: This will not change the language preference for the SIS interface. This can be done by using the user preference page. Please see the User Preference portion of the help for more information.

A new feature that has been added is hover translations for all SIS interface languages. If a translated part name is available it will display when the mouse lands over the part name. Additionally the format for print page will display both the English and interface translated part name.

Shutdown & Exit
Choosing this option will shutdown the supporting software. Supporting software includes but is not limited to a web server and database server that are initiated the first time you launch SIS and remain running until you shut them down manually or until the operating system is restarted or shut down. If this software is running, the SIS system tray icon will be available.

Note: When the supporting software is running, client users can access SIS Network via their browser. P>

Date Format
This option allows the user to control the appearance of dates in some (but not all) parts of SIS Web. There are currently twelve different formats to select from.

Language
This option allows the user to select the language preference. There are currently eight languages available.
Bahasa
Chinese (Simplified)
English
French
German
Italian
Portuguese
Spanish

Documents in SIS will be delivered in the chosen language if they exist; if the desired document does not exist in the currently selected language, SIS will display the document in English if it exists.

A new feature that has been added is hover translations for all SIS interface languages. If a translated part name is available it will display when the mouse lands over the part name. Additionally the format for print page will display both the English and interface translated part name.

Note: Chinese font files need to be installed on the computer if you are trying to view SIS in Chinese on a non-Chinese operating system (OS).
To install Chinese font files:
1. Click the Start button.
2. Choose Settings, the click Control Panel
3. Double click Regional and Language Options
4. Click on the Advanced Tab.
5. In the Code Page Conversion Table List, check Simplified Chinese. This copies the files necessary to support Simplified Chinese for the system.
Note: The system will prompt for a restart and might prompt for the Windows installation disk.

Part Manual Orientation
This option controls how a part manual page will be presented, whether it’s with the graphic and the consist list side by side, or with the graphic displayed above the consist list and as one frame or as separate frames. This selection becomes the default regardless of choices made from the GoTo navigation.

Tip: Setting this preference to “Top to bottom” can be helpful in more effectively utilizing horizontal window space when running in lower resolutions.

Image Display Preference
Choosing the “In Line” option allows the user to pan, zoom and manipulate the graphic where it is displayed on the page. This option will only work if the user has downloaded the DjVu Plug-in, IsoView and Creo Express Plug-ins. See the “Downloads” topic for more information.

Choosing the “Not In Line” option allows the user to view a graphic in line with the text without installing the DjVu Plug-in, IsoView and Creo Express Plug-ins. If the plug-ins are not installed, the graphic can not be manipulated at all. If the plug-ins are installed, the graphic can be opened by clicking on the Open Graphic link. From there it can be manipulated.

Engine Performance Specifications Units of Measurements
This section allows you to chose from English and Metric units while using the Engine Performance Specifications access method.

Microfiche
This option allows the user to search for Microfiche information. By default, this option is not active. To have the ability to search, the user must be set up with access to the Microfiche data and Have the ability to search for Microfiche information must be selected.

Equipment List
This option allows a user to add common customers and attach common serial numbers to the customer list. This allows for quicker accessibility to common customer requests.

Part List
These options controls the behavior of the parts selection process. By default, the parts selected are not cleared from the part list after being submitted or e-mailed to someone. To clear the part list after one or both of these actions, select the appropriate preference for the first and second options.

The third option allows all parts to be selected in the consist list by the use of a SELECT ALL button. By default, this option is not active. To have the ability to select all parts with the touch of a button, select this preference.

The fourth option allows automatic selection of parts for Caterpillar Certified Rebuild. By default, this option is not active. To have the ability to automatically select parts, the user must have a CCR account and select this option in Preferences.

The Enable Releated Parts option allows any related parts to display if the are available. If there are no related parts that go with the group you are searching on, the Related Parts link will not display. If parts are available, the link will display. If you prefer that this link doesn’t show, select the appropriate preference.

The Enable STW Integration option allows for the Parts List integration with STW Service Report. If you are not an STW user, you will want to disable this preference. If you are an STW user, you will want to have this option enabled so you can transfer your parts directly to the STW Service Report without manual intervention.

Integration Preferences

These preferences are only applicable is the user is trying to integrate with DBS/DBSi application.

Startup Options
For communication to be possible between SIS Web and external applications, two files need to be downloaded and installed on the hard drive of the computer running SIS Web or on the server running SIS Web through a network, “SISJWAPI” and the specified version of the “Java” plug-in. (See the Integration Software section of the Downloads page in SIS Web for more information.) These files are referred to as the Integration Software. This software needs to be running before integration is attempted.

Choosing the “Auto” option will start and shutdown the integration software when SIS Web is started and stopped.
Choosing the “Do Not Start” option will force the user to start the integration software manually when desired. The software can be started by clicking the “Start Now” link to the right of the “Auto” radio button.
Choosing the “Prompt” option will force the user to choose whether or not to start the integration software every time they start a session of SIS Web. A message will be displayed asking the user to choose either a “Yes” or “No” button. A checkbox will be available to remember the button the user chose. If the user checks the checkbox and chooses the “Yes” button, their user preferences will automatically be updated to “Auto.” If the user checks the checkbox and chooses the “No” button, their preferences will automatically be updated to “Do Not Start.”

Integration Port
This option sets of the port on the computer that should be used to communicate with external applications. Users should ask their system administrator before altering this setting.

Contents of a Parts List

Information for a part list can be changed by updating the fields, scrolling over Actions and selecting Update List.
Note: You must click on Update List for changes to be saved. If you click on any other link or leave this page prior to saving the data, you will lose all information entered.

To add parts, scroll over Actions and click on the Add Parts link. Enter parts and select Add to Parts List. If more lines are needed click Add More Lines.

Click on the New Parts List link under File to create a new part list.

Click on the Open Parts List link under File to open previously saved parts lists located on the server.

Click on the Save Part List link under File to save the current parts list to the server.

Click on the Save Part List As link under File to save the current parts list as a new part list to the server.

Click on the Download XML Parts List link under File to download the current parts in an XML format.

Click on the Download Parts List link under File to download the current parts. If you are currently running DBS, clicking this button will send the currently saved parts list to whichever application SIS Web is integrating with. You can set a preference if you want to keep or delete the part list after download.

Click on the Email Part List link under Actions to e-mail the current parts list located on the server. You can set a preference if you want to keep or delete the part list after E-mailing.

Click on the Previous Screen link under Actions to return to the previous page.

Click on the Reset link under Actions to return the to the Part List that is on the server.

Click on the Import Parts List link under Actions to Import a parts list from the hard drive or removable media. XML, TMP, and SPL file type parts lists can all be imported.

Click on the Send to Service Report if it is available. If SIS Web is running inside of STW, clicking on this button will send the currently saved parts list to the STW Service Report.

Click on the Process List button to send the parts list to an integrated application (DBS,DBSi). This button will only be available if integration software is running and if SIS was called from the integrating application. (See Integration Information in SIS Help for more information).
Service Forms
Some Caterpillar Service Forms are now available in SIS. Each available form has been converted to PDF format and made available to Caterpillar dealers worldwide to print as an alternative to ordering forms from Literature Distribution.

The forms are currently available in English, Spanish, and Portuguese. Some forms are available in English only.

To access these forms, select Service Forms from the Main Menu. The forms translated into Portuguese are available under the Spanish language option. Click on the desired language under the associated flags, and the window displays in the selected language.

Select a category, then select the needed form(s). The Portuguese forms are available under the fifth category of the Spanish version titled “Formulários de Serviços Em Português.”

Adobe’s Acrobat Reader is required to view or print the forms.

Systems & Components (Product Structure)
Systems & Components (Product Structure) refers to systems, groups, and components (e.g., cooling systems, water pumps, and impellers) of Caterpillar products based on the serial number and/or arrangement specified.
Type in the serial number or prefix and select Systems & Components (Product Structure). (This example uses 2YG for the serial number prefix.)

Note: If you do not know the serial number information of a model, see Finding Serial Number Prefixes and Sales Model Numbers.

The Systems & Components (Product Structure) list displays all available product families.

Click on the Basic Engine link to expand it. The groups for that family will display as well as the information Types for Basic Engine.

Select Cylinder Block Gp link, and the Information Types available for Cylinder Block will display.

Select Special Instruction and the Information Available list will display.

Scroll down on the right hand side to Making the Rough Cut and click on it. The article will display in a new screen.

This same process can be used to locate a parts page by clicking on the arrow beside Parts Identification from the Information Types list.

Documentation (Document Structure)
Documentation (Document Structure) allows the user to search for information by document type, based on the serial number and/or arrangement specified.
Information types available are:

Service Repair Information (Systems Operation, Testing and Adjusting, Troubleshooting, Disassembly and Assembly, Specifications)
Applied Failure Analysis
Contamination Control Guidelines
Custom Service Information
Disassembly and Assembly
Engine News
General Service Information
Reuse And Salvage Guidelines
Information Release Memos
Operation and Maintenance Manual
Parts Identification
Schematic
Service Letter
Service Magazine
Shop Review
Special Instruction
Specifications
Systems Operation
Systems Operation-Fundamentals
Technical Information Bulletin
Testing and Adjusting
Tool Operating Manual
Torque Specifications
Troubleshooting
Truck Engine News
Undercarriage Reconditioning Bulletin
Note: If Service Repair Information does not display, contact the SIS Administrator/Service Software Dealer Administrator at the dealership. In order to view Service Repair Information, users must have access to all five information types: Systems Operation, Testing and Adjusting, Troubleshooting, Disassembly and Assembly and Specifications.

Type in the serial number or prefix, and select Documentation (Document Structure). (This example uses 2YG for the serial number prefix.)

Note: If you do not know the serial number of a model, see Finding Serial Number Prefixes and Sales Model Numbers.

The system displays a list of Information Types available.

Click on the arrow beside Reuse And Salvage Guidelines to expand it and the Titles available display.

Select Visual Inspection of Crankshafts and the Section is automatically selected.

Select Visual Inspection of Crankshafts from the Information Available column and the selected document displays.

This same process can be used to locate a parts page by clicking on the arrow beside Parts Identification from the Information Types list.

Parts Search
Parts Search allows the user to search for parts identification information based on the serial number and/or arrangement specified.
The part number is any number used to reference a part. This includes any number used to identify product arrangements, groups, or components. Parts Identification is the only information type available for Parts Search.

To Search By Part Number
Type in the serial number or prefix. (This example uses 2YG for the serial number prefix.)

Note: If you do not know the serial number information of a model, see Finding Serial Number Prefixes and Sales Model Numbers.

Type in the part number in the Parts Search fill-in box (for this example we will use 7C8568 as our part number) and click on the Search button.

The left side of the window displays a message that the search results are displayed on the right along with a link to allow the user to start a new search.

The left side of the window displays an edit box to search again if desired. To search again, type in the new part number in the edit box and click the Search button.

Scroll through the list and select 7C-8568 – CYLINDER BLOCK GP with 2YG1-2342 located under the BASIC ENGINE heading.

The consist list displays with the part number specified in the search displayed in red.

To Search By Keyword
Type in the serial number or prefix. (This example uses 2YG for the serial number prefix.)

Note: If you do not know the serial number information of a model, see Finding Serial Number Prefixes and Sales Model Numbers.

Type in the keyword in the Parts Search fill-in box (for this example we will use hydraulic as our keyword) and click on the Search button.

The left side of the window displays an edit box to search again if desired. To search again, type in the new keyword in the edit box and click the Search button.

The right side of the window displays a list of the results to select from.

Scroll through the list and select 4P-1501 Engine AR located under the Engine Arrangement heading.

The consist list displays with the keyword specified in the search displayed in red.

SMCS Code
This four digit code describes components of Caterpillar products. Each digit of the code signifies a progressively narrower range of the product.
SMCS stands for Service Management Control System.

For example, the specific SMCS code “1202” would be interpreted as: 1000 = engine, 1200 = short block engine, 1202 = crankshaft for the short block engine.

Type in the serial number or prefix and select SMCS Code. (This example uses 2YG for the serial number prefix.)

Note: If you do not know the serial number information of a model, see the “Finding Serial Number Prefixes and Sales Model Numbers” help topic.

Type in the number 1200 in the edit box, and click on the Search button, or scroll through the list to locate the needed code.

Click on the 1200 – SHORT BLOCK link to expand the item and display the information types for Short Block.

Click on 1201- CYLINDER BLOCK from the codes column to display the information types for Cylinder Block.

Click on Special Instruction from the Information Type column.

Scroll down until you see Carbon Arc Gouging link, and click on it. The article will display in a new screen.

The same process can be used to locate a parts page associated with the SMCS Code by selecting Parts Identification from the Information Type column.

Basic Search

Basic Search allows the user to locate technical information through a combination of Information Type, and/or a part number, and/or a phrase, and/or the publication date of a document.

Type in the serial number or prefix and select Basic Search. (This example uses 2YG for the serial number prefix.)

Note: If you do not know the serial number information of a model, see Finding Serial Number Prefixes and Sales Model Numbers.

The system displays a list of all viewable Information Types.

Select Disassembly & Assembly, Engine News, and Parts Identification.

Note for Windows Users: To select several Information Types you must hold down the Ctrl key on your keyboard.

Type cylinder block in one of the Phrase text boxes, and then click on the Search button.

The system displays the number of results along with the Information Types/Titles available.

Click on the arrow beside Disassembly & Assembly to expand the type and to display available titles.

Both the Title and Section columns are automatically selected.

Select Crankshaft Main Bearings from the Information Available column.

The selected document displays with the words cylinder block in red.

The same process can be used to locate a parts page by selecting Parts Identification from the Information Type list.

In that case, the words cylinder block display in red within the parts page.

Leaving the publication dates at the default settings will take more time as the system is required to search for data over a fifty year span.

The search can be narrowed by changing the publication dates.

Media Search
Media Search allows the user to locate documents through the use of media numbers or PIP/PSP numbers.
To search by Media Number:
Select Media Search (serial number and/or prefix is optional).

Type in the media number(s) on the left hand side of the screen; up to five can be specified. (This example uses SENR4251 for the media number.)

Click on the Retrieve button.

The Media Number and Sections columns are automatically selected and populated. Select Procedure from the Information Available column, and the selected document displays.

To search by PIP/PSP Number:
Select Media Search (serial number and/or prefix is optional).

Type in the PIP or PSP number on the right hand side of the page. (This example uses PI70045.)

Click on the Retrieve button.

The Media Number and Sections columns are automatically selected and populated. Select the link under Information Available column, and the document displays.

If the document you are looking for is valid for multiple prefixes, it is possible that the document exists on more than one data DVD. If there is no DVD in the drive or if the current DVD does not contain the document, SIS will display a list of DVD’s that contain the document. If a DVD that contains the document is already in the drive, then you will not be prompted.

As Shipped Product
As Shipped Product provides technicians and mechanics with the ability to access parts and service information based on a specific serial number. Product support information displays based on how the product left the factory (As Shipped).
The As Shipped Product feature can be used in two ways:

First, type in the complete serial number and select As Shipped Product on the Main Menu. (This example uses the serial number 9CK04319.)

The As Shipped consist list displays a list of product attachments added to or lessed-off (removed from) the standard arrangement for that product. This list is similar to a regular parts consist list with quantity boxes, links to separate illustrations, etc. Many products have no attachments added or lessed-off, so you see only the arrangement listed.

An R in the Ref. column indicates a remanufactured part.

A CL in the Ref. column indicates a classic part.

If NPR information is available, you will see an NPR link.

An L in the Note column indicates the part was lessed-off (removed) before shipping.

A Y in the Note column indicates a part number contains individual components, and the part number will be a link to that information.
Note: If there is a Note in the note column, you can hold your mouse over the Note and the hover text will display what the Note stands for without having to scroll.

If the message SIS does not contain additional information for the serial number … displays at the top, then none of the part numbers will be links to additional information.

For more help on the parts consist list options, see Part list Help.

The second way As Shipped information can be used is to type in a complete serial number and select another access method, such as Systems & Components (Product Structure) or Documentation (Document Structure). The As Shipped database is searched to determine the arrangement for that particular product. If found, the arrangement is used to filter out the other possible arrangement information available for that prefix just as if the user had put in the arrangement.

An additional function added into the Information Available column will be the ability to turn filtering off and on by checking or unchecking the “filter” radio button.

As a comparison, type in the prefix 2YG and select Documentation (Document Structure).

A list of information types/titles available displays. Click on the arrow beside Parts Identification to expand the information type, and display the sections available.

Select Arrangement from the Sections column.

Several available arrangements display in the Information Available column.

However, if you type in the full serial number 2YG10743 at the Main Menu and follow the same steps above, only one arrangement displays. Select that arrangement.

Select Main Menu from the Go To: navigation, or click on the Model: Truck Engine 2YG link to return to the Main Menu. You will see that the Arrangement: box has automatically been filled in with the arrangement for that product.

Numerical Parts Record (NPR) Inquiry
NPR is a system that contains part number related information for all Caterpillar products and you must be given access to this feature. This system is primarily used to obtain the most current part number information for ordering replacement inventory and repair parts.
Select NPR (serial number or prefix is optional) from the main menu.

Type in a valid part number, then click on the Search button. (This example uses part number 7E6016.)

The requested Numerical Parts Record displays.

Part Number is a required entry field and must contain a valid Caterpillar part number.

Country is the location of the Caterpillar facility having design control of the engineering change. Selection can be made from the drop-down list.

Eng Change (optional) is a three digit entry field. If no entry is made, the first available Engineering Change for the part number requested displays.

NPR symbols
# Part not serviced.
See Service Part No frame for replacement parts.
Caution: part number(s) appearing in the Service Part No might also be replaced.
@ Non-returnable part.
% Item is an attachment.
+ Special part, not used on regular production engine. Such items as undersize parts, service bushings, etc., are marked in this manner.
* Part weighs less than a pound.
DISC Part no longer sold.
PKG Indicates packaged quantity.
MOQ Indicates minimum order quantity.

Note: To view a larger list of NPR abbreviations, visit the following url: http://www.logistics.cat.com/glossary/nprabrev.htm

Part Name

The part numbers displayed below the description are the part numbers replaced by the inquired part number. Package Quantity (PKG) or Minimum Order Quantity (MOQ) will also display in this column when applicable.

Service Part Number

Service Part Number displays the replacing numbers if the part number in Part Name is preceded by a # symbol.
If two or more parts replace the part number, the quantity of each will display.
Part numbers in this column are serviceable numbers and need not be checked further unless they are followed by the # symbol.
If a number in this column is followed by the # symbol, that number should be checked to determine its replacement.
This column also includes important special instructions that should be noted and followed.
Service Part Number may also contain references to service literature. The literature reference will appear with key part numbers that require specific service attention.
As an example, the following service reference could display in the NPR.

ENOC3072
This reference tells us that the Engine News of October 30, 1972, has important service information regarding the use of that part.
The first two letters (EN) identify the type of service literature and the third and fourth letters (OC) identify the month.

The first two numbers (30) identify the day of the month and the third and fourth numbers (72) identify the year.

Following is a list of abbreviations used for service literature references:

EN Engine News MY May
SM Service Magazine JN June
SL Service Letter JL July
PB Product Bulletin AU August
PL Product Letter SE September
JA January OC October
FE February NV November
MA March DE December
AP April

Special instruction form numbers and partsgram numbers may also display in this column. These are listed to call attention to the availability of published information about the installation or serviceability of a part.

Where Used or Sized

The Where Used or Sized column identifies the name and frequently the part number of the assembly, group, or arrangement in which the part is used. Each occurrence of this information is sequenced and the sequence number also displays. This column may also contain important special instructions.

Group numbers and serial numbers to which the requested part number is applicable also display in this column.

The following information displays for serial number applications:

Quantity – Quantity of the inquired part number required for the serial number.

Serial Effective – The first serial number of each series of serial numbers to which the inquired part number is applicable.

Discontinued – The last serial number in each series of serial numbers to which the inquired part number is applicable.

The serial number references of a part, assembly, group, or arrangement that is not part of the standard engine, although applicable to such engines, is preceded by a % symbol.

A serial reference preceded by a + symbol indicates that the inquired part, assembly, group, or arrangement is not used on regular production engines.

Examples of this are oversize bearings, undersize bearings, or other special parts used as replacement for standard parts.

The following information displays for group number usage:

Qty – Quantity of the inquired part number required for the group.

Group Part – The group part number in which the inquired part number is used.

Eng. Chg – The engineering change level of the group part number. The first symbol of the change level indicates the Caterpillar Inc. facility having design control of the engineering change.

A four digit change number follows the design control symbol. The first two digits indicate the first change level to which the inquired part number is applicable. The last two digits indicate the last change level to which the inquired part number is applicable.

Kits Information

Kits Information enables the user to view and/or order the kits needed to service or repair a particular piece of equipment.

The following kits are available:

Engine Gasket
Transmission Gasket and Bearing
Torque Converter Gasket and Bearing
Drive Train Bearing
Hydraulic Cylinder Seal
All Gasket and Bearing Kits – Machine/Engine Model or Machine PIN Search
Kit Consist – By Kit Number
A link titled View Latest Kit Information is available from all parts consist lists no matter which access method was used to view the list (Documentation (Document Structure), Systems & Components (Product Structure), Reman Parts Search, Filter Search, As Shipped Product, etc).
Click this link to bypass the Kits Information Main Menu and go directly to the All Gasket and Bearing Kits search. Any information you entered on the Main Menu will be auto-populated into the edit boxes.
Enter or edit desired information on the search page, and click the Search button.
On the Available Kits page, you can view the consist of the kit by clicking on the underlined Kit Type (Engine Gasket, Drive Train Bearing, etc).

At any step in the process, you can return to any previous step by using the Navigation drop down menu.
Click the Go To drop down menu to view these options (as applicable):

All Gasket Bearing Search

All Gasket Bearing Filter Page

All Gasket Bearing Selection Page

Similar Parts Search
You must be given access to use this feature.

Similar Parts Search provides two methods for locating similar parts information.

The first method allows the user to drill down through a keyword tree. As the user drills down through the keyword tree, the list of parts specific to the keyword progressively narrows.

Once the user has expanded the path to the end (or leaf of the tree), all parts associated with the leaf will be similar and have common attributes.

By selecting the attributes link, the user may narrow the search further by specifying an Equal To, Minimum, or Maximum value and clicking on the Search button.

If the user does not want to narrow the search further, the fields may be left blank. Clicking on the Search button will display all parts within that search.

The second method allows the user to locate similar parts information through a global search by specifying either a part number or typing in a keyword.

Type in a part number and click on the Find button.

The attributes page for that part displays. All attributes associated with that part are automatically filled in and, if available, a graphic of the part displays in the right frame.

Type in a keyword and click on the Find button.

A drop-down list displays all paths available based on the keyword.

Select the path, and the keyword tree in the left frame is automatically expanded to the path chosen.

After all needed parts have been located, the user may order parts by clicking on the Add To Part List button (or the Add To Shopping Cart button through PartStore 1 or the Add To Order List button through PartStore 2).

Remanufactured Parts Search
The Remanufactured Parts Search allows users to view all remanufactured parts and their associated new part numbers for an entered SN/prefix. The part number list will be organized by part book sections, similar to the Documentation (Document Structure) view.

To view a remanufactured parts list:

Enter a SN/prefix, and click the Remanufactured Parts Search link on the SIS Main Menu.
To add a Reman part to the part list, click in the QTY edit box and type in the desired number of parts.
As with a regular parts list, click the Add to Parts List button to submit parts to the parts list and click the View Parts List button when you are ready to view the parts list.
Also as with a regular parts list, to view the graphic and parts list for a group part, click the underlined part number.
Note: One difference between a regular parts list and the Reman parts list is the Format for Print format. Reman Format for Print will not hyperlink the NPR and group part numbers.

Engine Performance Specifications
You must be given access to use this feature.

By specifying a serial number (or prefix) and/or a test spec number, the user can search for engine specifications.

If a serial number or prefix is specified at the main menu and Engine Performance Specs is selected, the serial number/prefix is carried over to the search window and filled in for the specification section.
With a serial number or prefix specified, click on the Specification button.

The results page displays with all effective serial numbers displayed as active links.

Type in a test spec number only, and click on the Specification button.

The results page displays with the effective serial numbers displayed as active links.

The user can also search for engine test cell results by specifying a serial number (or prefix).

Type a serial number in the serial number/prefix field for test result.

Click on the Test Result button.

The test cell results page displays.

Caterpillar Certified Rebuild
Caterpillar Certified Rebuild provides the ability to automatically select and highlight parts that are required for the Caterpillar Certified Rebuild.
You must be given access to use this feature. This feature only applies to products participating in the Caterpillar Certified Rebuild program. To allow the parts that are required for the Caterpillar Certified Rebuild be selected automatically, choose the Automatically select parts for Caterpillar Certified Rebuild option from the Preferences menu. See the Preferences section for more information on setting user preferences.

If you are viewing parts pages for prefixes participating in CCR, and if you have chosen the Automatically select parts for Caterpillar Certified Rebuild option, any parts required for the Caterpillar Certified Rebuild will be highlighted in green and the default quantity will be filled in automatically.

If you choose not to have the parts that are required for the Caterpillar Certified Rebuild selected automatically, select the Do not automatically select parts for Caterpillar Certified Rebuild option from the Preferences menu. See the Preferences section for more information on setting user preferences.

Maintenance Parts List
Maintenance Parts Lists are now available in SIS through two access methods: Documentation (Document Structure) and Media Search.

To view the list through Documentation (Document Structure):

Enter a SN/Prefix (2KR for this example), and click the Documentation (Document Structure) link on the SIS Main Menu.
Click on the Parts Identification in the Information Types/Titles column.
In the Sections column, the Maintenance Parts List link is blue. Click on it.
Click on the Maintenance Parts List link in the Information available column to view the list.
To view the list through Media Search:

Click the Media Search link on the SIS Main Menu.
Enter a part book media number (SEBP1798 for this example) and click the Retrieve button.
In the Sections column, the Maintenance Parts List link is blue. Click on it.
Click on the Maintenance Parts List link in the Information available column to view the list.
The list is made up of all parts marked as “Maintenance” in the paper parts manual that are applicable to the entered SN/prefix.
Note: The Index link is also in blue. Click this link to view an alphabetical list of all parts applicable to the entered SN/prefix.

Integration Information with Java
This information is applicable if the user is trying to integrate with DBS/DBSi application.
Downloads
For communication to be possible between SIS Web and DBS, two files need to be downloaded and installed on the hard drive of the computer running SIS Web, “SISJWAPI” and the appropriate version of “Java” plug-in. (More information is available from the Downloads page of SIS Web Main Menu. Click Additional Information of the Integration Software section for more information.) These files are referred to as the Integration Software. This software needs to be running before integration is attempted.
Preferences
The integration software needs to be running before integration is attempted. Check the Integration Settings in SIS Web’s preferences section to make sure the desired preferences are set.
Choosing the “Auto” option will start and shutdown the integration software when SIS Web is started and stopped.
Choosing the “Do Not Start” option will force the user to start the integration software manually when desired. The software can be started by clicking the “Start Now” link to the right of the “Auto” radio button.
Choosing the “Prompt” option will force the user to choose whether or not to start the integration software every time they start a session of SIS Web. A message will be displayed asking the user to choose either a “Yes” or “No” button. A checkbox will be available to remember the button the user chose. If the user checks the checkbox and chooses the “Yes” button, their user preferences will automatically be updated to “Auto.” If the user checks the checkbox and chooses the “No” button, their preferences will automatically be updated to “Do Not Start.”
Note: More information is available in the SIS Web Help files under the Preferences section.
Additional Instructions
To further insure integration success, please make sure to adhere to the following rules:
Do not run SIS within framesets.
Do not run multiple versions of SIS simultaneously (i.e. SIS DVD/Network and SIS Web).
Start SIS before attempting to integrate with DBS/DBSi.

Integration Information independent of Java

One time setup:

· Install Standalone Integrator
· Configure the SIS URL and port number for integration as desired and save the configuration.
· Port 6000 (or the one being used for integration) should not be blocked by Firewall (Windows and/or other third party)
· The first time when parts list file is being downloaded, you may see “File Download” dialog. Check the box to always open this type of file and click on Open button. This will only need to be done once.
· In Internet Explorer check to make sure the browser history is set correctly. Tools à Internet Options à General Tab à Browsing History section (half way down) à Settings àTemporary Internet Files à Check for newer versions of stored pages: à Every time I visit the webpage.
Instructions:
1. Start Standalone Integrator
2. Open the connection by clicking in the “Connect” button.
a. If integrating with SIS DVD, start SIS DVD application manually.
b. Do NOT open SIS in a browser
c. Do NOT start the old integration plug-in from SIS.
3. Start DBS Parts List Integrator and request Parts List from SIS (Request ID = 1)
4. A new browser will be launched with the SIS URL
5. Navigate in SIS and add parts to parts list (same as current method)
6. On the Parts list page, select “Return Parts” button. This will send the parts to DBS system via the standalone integrator.
7. Step 5 and 6 can be repeated as many times as needed (this is same as in the current integration method)
8. On the Parts List page, click on the “Return Control” button. This will complete the transaction to DBS system.
9. Select the DBS window from the Windows task bar and all the parts sent form SIS will appear on the DBS screen.
10. Close the SIS browser.

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